Monday Class December 1 – Meeting Summary - Group Projects Launched: Participants were assigned to Groups A, B, and C, each working on key Salesforce topics: duplicate rules, data security, and data modelling. Teams are expected to collaborate and demo their projects in the next Saturday session. - Group Leadership & Collaboration: Leaders were appointed for each group (A: Oluwatosin, B: Knee, C: America/Emersencia), and members were encouraged to join groups via the community platform and create additional collaboration spaces, such as WhatsApp. - Support for Beginners: New participants were shown how to access recorded sessions and engage in the community for support. - Salesforce Fundamentals: Introduction given about Salesforce as the #1 CRM platform, its role in business, and the responsibilities of a Salesforce Administrator—including user management, automation, and data security. - Career & Motivation: The demand, earning potential, and job roles for Salesforce Admins were discussed, with salary examples and career encouragement. - Learning Tools: Trailhead (official Salesforce training) and Pathway360 (classroom platform) were introduced for structured learning. Instructions on how to register and complete lessons were provided. - Engagement: Students were encouraged to participate actively by asking questions, contributing in the community, and practicing communication for interview readiness. Leaderboard engagement is rewarded with prizes. - Next Steps: Participants should select and join their group, complete fundamental modules, and prepare for Saturday’s group demo. Continued practice and community interaction are highly recommended. Here is the link for the the meeting:https://app.fireflies.ai/view/Monday-Class-December-1::01KBDRZBHAV8TYVPCSKCRWXTR9

Meeting Summary: Class on Saturday 29 (Salesforce Data Integrity & Duplicate Rules) - Data Integrity Overview: Discussed the importance of accuracy, consistency, completeness, validity, timeliness, and uniqueness in data entry—crucial for decision-making, automation, and report reliability in Salesforce. - Fighter Mode Interview Technique: Shared strategies for answering technical interview questions with detailed, scenario-based responses, demonstrating expertise while inviting follow-up. - Salesforce Data Integrity Measures: Explored practical configurations to enhance data integrity: - Data Security vs. Data Integrity: Clarified that data integrity ensures accurate, up-to-date records, while data security restricts access—both are necessary and work together. - Data Governance Best Practices: Mentioned the importance of labelling data (e.g., confidential), periodic audits, and removing unnecessary permissions. - Salesforce Duplicate & Matching Rules: Demonstrated setting up duplicate rules (to prevent duplicate records) and matching rules (criteria for detecting duplicates), including: - Hands-On Practice: Live demo of configuring, testing, and troubleshooting duplicate rules and matching logic, illustrating how different logic (AND/OR) affects the outcome. - User License Management Clarified: Explained that deactivating a user frees a license for a new user; assignment rules handle records (not user licenses or profiles). - Assignments & Group Projects: Announced group projects starting Monday to practice Salesforce configuration in teams, fostering collaboration and mastery. - Encouragement: Stressed the value of active participation, practice, confident communication, and using scenarios in learning and interviews. Participants are encouraged to review the session recording, follow the instructor on social media for updates, and actively engage in upcoming projects and exercises.

Monday Class With The Students – Summary (24/11/2025) - Recording Platform: Previous class recordings are available for review and include interactive features for questions and comments. Continued use will be monitored; subscription may be cancelled if engagement doesn't improve in the next 3 sessions. - Class Participation: Turning on camera during sessions is mandatory. Active engagement and asking questions are strongly encouraged to enhance learning and communication skills. - Salesforce Certifications: Overview of different career paths (admin, developer, consultant, business analyst), each with its own certification via Trailhead. The curriculum is provided in the shared community link. - Salesforce Exam Details: Exams generally have 65 questions (60 scored, 5 unscored test questions), with a 65% pass mark (39 correct). Exam fee is about £160 (discount coupons may be available). Exams are taken online (proctored) or at official centres. - Trailhead Practice: Trailhead offers both quizzes (multiple choice) and hands-on challenges using a playground or developer org. Points for progress are shown on your profile. - Active Learning Approach: Emphasis is on practicing, asking questions, participating in community discussions, and sharing learning insights. Communication skills are vital for job readiness. - Salesforce User Management: Practical walkthrough of creating, managing, onboarding, and offboarding Salesforce users. Explained the need for unique usernames, email addresses, roles, and profiles. - Freezing vs Deactivating Users: Freezing is a temporary lock (preserves license), while deactivating frees up the license for another user. - Salesforce Health Check: Security tool to scan for risks like weak passwords. Admins should review and adjust settings as recommended. - Login Access Policies: "Login as user" must be enabled for admins to troubleshoot user issues securely.

Meeting Summary: Automation in Salesforce (Nov 26, 2025) - Introduced automation as a way to simplify repetitive tasks and improve data clarity using Salesforce. - Covered Salesforce Flow as a tool for point-and-click automation, with key types: Screen Flow, Record-Triggered Flow, Scheduled Flow, and Auto-Launch Flow. - Demonstrated accessing Flow Builder, creating a simple Screen Flow to display "Welcome to Pathway to Salesforce" on Account records, and adding flows to Lightning Record Pages. - Explained customizing flow screens, headers, and footers for better user experience. - Discussed collecting user data through Screen Flows and incorporating input components. - Explained sandbox environments (Full, Partial, Developer) for safe testing and deploying automation to production using Change Sets. - Compared point-and-click automation with traditional coding (Apex) and clarified when each is used. - Reviewed essential Flow variables, collections, and formulas for dynamic automation. - Showed how to add user choice components in flows. - Encouraged participants to research sandbox refresh limits and to practice building/deploying flows in sandbox environments. - Provided guidance on leveraging community resources and support for flow-building challenges. Here is the link below:https://app.fireflies.ai/view/Automation::01KB0X338R21CCH3R9FBVV5SGK

Hi everyone! Here’s a summary of what we covered in our recent POWER PACKED CLASS TUESDAY (18 Nov 2025) to help you stay on track and get the most out of your Salesforce journey: - The session emphasized a peer learning environment and the importance of community engagement, with a reward scheme for active participation. - Teaching focused on a proactive, data-driven approach, encouraging learners to engage with pre-session content, use cameras for professionalism, and participate actively. - Detailed walkthroughs covered onboarding, Salesforce navigation, and the Pathway 360 learning management system. - Trailhead was explained as Salesforce’s official out-of-the-box learning tool for certification curriculum. - The concept of Digital Twin was discussed, presenting Salesforce as the digital representation of a business, mirroring physical roles in the system. - Clear explanations differentiated front-end (user interaction) and back-end (admin/developer customization) roles, along with navigation tips. - Practical demonstrations included creating custom fields, picklists, and field-level security, with troubleshooting support. - Learners were encouraged to follow the curriculum step-by-step, engage daily, and ask questions in the community for collective success. - Certification was emphasized as generally mandatory for Salesforce admin roles, with promises of “cheat code” support closer to interview readiness. - New product “Pathway AI” was announced for launch, and everyone was encouraged to join its waiting list. Here is the link below https://app.fireflies.ai/view/POWER-PACKED-CLASS-TUESDAY::01KACA3T7HZ2G0CV59MK9Q8NEA